Way2Wealth Brokers Pvt. Ltd.
Dilip Shah has over a decade of experience in business development and relationship management within the financial services industry. Currently serving as a Business Development Manager (Franchise) at Way2Wealth Brokers Pvt. Ltd. since January 2011, Dilip has a strong focus on relationship mapping. Previous roles include working at HSBC Asset Management as part of the HSBCINV SMART team from January 2010 to November 2010, handling equity sales, client portfolio management, and client brokerage. Dilip also served as a Relationship Manager at Religare and held various positions at Gratitude India and in customer service roles at another company. Dilip holds a Bachelor of Commerce degree with a focus on Industrial and Organizational Psychology from Mithibai College, completed in 2001, and attended St. Theresas High School prior to that.
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Way2Wealth Brokers Pvt. Ltd.
Way2Wealth provides a wide range of personalized wealth-management and investment services to its retail and institutional clients. These include equities, commodities and currency trading, portfolio advisory and management services, investment advisory services, distribution of mutual funds, IPOs, loans and insurance, as well as online securities broking and depository services. Way2Wealth also provides fee based personal financial planning services for its retail and corporate clients.